BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 5,230,024 $237M 0.02% +1,102,277 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2,571,242 $116M 0.01% +445,523 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 2,418,069 $109M 0.02% -328,508 13F-HR/A Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 1,993,742 $90.2M 0.02% +33,970 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 1,467,902 $86.5M 9.98% new 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 1,696,302 $76.8M 3.31% +39,518 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 1,539,665 $69.7M +48,768 Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,274,550 $57.7M 0.02% -3,050 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 1,261,214 $57.1M 0.01% -65,785 13F-HR Timeline Group Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 1,253,783 $56.7M 20.05% -42,225 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1,154,015 $50.2M <0.01% -21,936 13F-HR/A Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 792,682 $35.9M 0.05% +22,090 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 719,795 $32.6M 0.06% -6,685 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 638,910 $28.9M <0.01% +27,252 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 605,362 $27.4M 0.62% +21,210 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 568,887 $25.7M 0.37% +130,154 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 545,754 $24.7M 0.27% +540,754 13F-HR Timeline TWO SIGMA INVESTMENTS, LP in group TWO SIGMA INVESTMENTS, LP More: the full row for TWO SIGMA INVESTMENTS, LP 520,400 $23.6M 0.02% -285,800 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 473,778 $22.7M 1.67% -3,860 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 449,252 $20.3M 1.09% -5,069 13F-HR Timeline Group AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 417,361 $18.9M <0.01% -267,779 13F-HR/A Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 412,510 $18.7M 0.29% -15,870 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 386,191 $17.5M 0.02% -15,915 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 341,701 $15.5M 0.02% +120,625 13F-HR Timeline Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 338,008 $15.3M 6.53% +20,703 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 331,655 $15M 4.09% +5,931 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 293,155 $13.3M 0.02% -1,439 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 280,724 $12.7M -16,604 Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 255,806 $11.6M 0.01% -20,759 13F-HR Timeline Group Rockport Wealth LLC More: the full row for Rockport Wealth LLC 242,380 $11M 2% +61,246 13F-HR Timeline CONDOR CAPITAL MANAGEMENT More: the full row for CONDOR CAPITAL MANAGEMENT 228,153 $10.3M 0.86% -1,760 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 206,531 $9.35M 7.91% -1,796 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 202,720 $9.18M <0.01% +192,917 13F-HR Timeline Group NEVILLE RODIE & SHAW INC More: the full row for NEVILLE RODIE & SHAW INC 201,350 $9.11M 0.66% +12,400 13F-HR Timeline FRG Family Wealth Advisors LLC More: the full row for FRG Family Wealth Advisors LLC 200,900 $9.09M 1.49% -16,075 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 195,621 $8.98M 0.08% -5,565 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 191,433 $8.66M 0.01% +3,267 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 185,636 $8.4M 0.21% -2,737 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 182,152 $8.24M 0.03% -1,273 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 181,795 $8.23M 0.5% -14,475 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 180,485 $8.17M 0.02% +2,523 13F-HR Timeline Cascade Wealth Advisors, Inc More: the full row for Cascade Wealth Advisors, Inc 132,813 $7.72M 3.39% -6,192 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 157,369 $7.12M 3.25% +3,882 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 156,049 $7.06M +35,478 Timeline GRAHAM CAPITAL WEALTH MANAGEMENT, LLC More: the full row for GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 150,424 $6.81M 6.05% -29,905 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 149,805 $6.78M 1.19% +106,465 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 148,313 $6.71M 0.04% +3 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 145,513 $6.59M 2.35% -2,264 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 144,207 $6.53M 0.75% -44,925 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 144,066 $6.52M 0.02% +8,364 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 138,198 $6.25M 0.07% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 134,829 $6.1M 0.02% -11,079 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 130,356 $5.9M 0.15% -3,479 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 128,256 $5.8M 1.71% -66,816 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 126,430 $5.72M 0.08% -7,369 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 126,366 $5.72M 0.02% -13,734 13F-HR Timeline Group VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 125,322 $5.67M 1.9% +6,973 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 122,599 $5.55M 1.04% -3,347 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 122,298 $5.54M 0.61% -923 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 119,093 $5.39M 0.01% +75,644 13F-HR Timeline Group Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 114,614 $5.19M 0.32% -9,290 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 114,396 $5.18M 0.01% -4,296 13F-HR Timeline Group WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 111,562 $5.18M 0.01% +71,167 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 110,851 $5.02M 0.01% -3,506 13F-HR Timeline Live Oak Investment Partners More: the full row for Live Oak Investment Partners 101,871 $4.61M 2.72% new 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 100,946 $4.57M 0.01% -4,546 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 99,203 $4.49M 2.28% -40,365 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 98,130 $4.44M 0.01% +11,077 13F-HR Timeline Group Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 97,816 $4.43M 1.01% -1,016 13F-HR Timeline Arch Global Advisors, LLC More: the full row for Arch Global Advisors, LLC 94,770 $4.29M 2.24% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 89,132 $4.03M 0.03% -40,616 13F-HR Timeline Group Climber Capital SA More: the full row for Climber Capital SA 95,170 $3.96M 2.6% -28,560 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 87,368 $3.95M 2.14% +4,412 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 86,733 $3.93M <0.01% +4,220 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 86,659 $3.92M 0.01% -66,608 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 83,979 $3.8M 0.02% -520 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 82,979 $3.76M 0.94% -16 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 93,367 $3.73M 0.01% -10,854 13F-HR Timeline Group STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 79,243 $3.59M 0.04% -55 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 78,121 $3.54M 0.9% -126 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 75,784 $3.43M 0.33% +6,058 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 71,554 $3.24M 0.31% +1 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 71,046 $3.22M -1,395 Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 68,612 $3.11M 0.82% +2 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 68,406 $3.1M 0.19% -1,229 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 67,502 $3.06M 0.01% +3,816 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 67,555 $2.99M <0.01% +7,942 13F-HR Timeline Group Patten Group, Inc. More: the full row for Patten Group, Inc. 65,058 $2.94M 0.51% +4,750 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 64,072 $2.94M 1.48% -2,084 13F-HR Timeline Bawa N Mallick Trust More: the full row for Bawa N Mallick Trust 64,080 $2.9M 1.19% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 63,416 $2.87M 0.26% -795 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 63,380 $2.87M 0.4% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 61,691 $2.79M 0.34% -254 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 61,210 $2.77M <0.01% -642 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 60,659 $2.75M <0.01% +5,915 13F-HR Timeline Group Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 59,329 $2.69M 0.13% +31,855 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 58,756 $2.66M 0.1% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 58,708 $2.66M 0.01% +23,862 13F-HR Timeline KENNICOTT CAPITAL MANAGEMENT LLC More: the full row for KENNICOTT CAPITAL MANAGEMENT LLC 57,354 $2.6M 1.42% -14,090 13F-HR Timeline VALICENTI ADVISORY SERVICES INC More: the full row for VALICENTI ADVISORY SERVICES INC 56,054 $2.54M 0.55% -71 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 54,871 $2.48M 0.82% +171 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 54,821 $2.48M 2.05% -381 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 52,034 $2.36M 2.22% -8,655 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 47,317 $2.14M <0.01% +6,425 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 46,879 $2.12M 0.27% 0 13F-HR Timeline FIRST NATIONAL BANK OF OMAHA group of 2 filers holding More: the full row for FIRST NATIONAL BANK OF OMAHA 47,849 $2.09M -1,350 Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 44,818 $2.03M 0.32% -6 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 43,550 $1.97M 0.23% -5,395 13F-HR Timeline McGuire Investment Group, LLC More: the full row for McGuire Investment Group, LLC 43,032 $1.95M 0.22% 0 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 40,918 $1.85M 0.06% +932 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 40,424 $1.83M 0.92% +403 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 40,043 $1.81M 0.27% +1,480 13F-HR/A Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 40,000 $1.81M <0.01% new 13F-HR Timeline Group SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 39,221 $1.78M 0.93% -1,243 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 38,528 $1.74M 0.74% -363 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 38,080 $1.72M 0.03% -15,275 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 37,299 $1.69M 0.12% -3,129 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 37,114 $1.68M 0.25% +18,537 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 36,557 $1.65M 0.01% -1,076 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 36,432 $1.65M 0.22% -216 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 36,268 $1.64M <0.01% +11,387 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 35,000 $1.58M 0.14% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 34,881 $1.58M <0.01% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 31,040 $1.57M 0.24% 0 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 34,704 $1.57M 0.06% -7,116 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 34,681 $1.57M 0.01% +16,327 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 34,078 $1.54M 0.01% -865 13F-HR Timeline Prostatis Group LLC More: the full row for Prostatis Group LLC 33,855 $1.53M 0.39% -2,657 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 32,983 $1.49M 0.01% +2,867 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 32,749 $1.48M <0.01% -699 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 32,449 $1.47M 0.45% +504 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 31,972 $1.45M 0.36% -37 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 31,407 $1.42M 0.03% -120 13F-HR Timeline MELFA WEALTH MANAGEMENT, INC. More: the full row for MELFA WEALTH MANAGEMENT, INC. 31,318 $1.42M 0.81% 0 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 31,011 $1.4M 0.35% -2,646 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 30,527 $1.38M 0.01% -686 13F-HR Timeline Halter Ferguson Financial Inc. More: the full row for Halter Ferguson Financial Inc. 30,299 $1.37M 0.3% -1,234 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 25,877 $1.37M 0.29% +199 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 30,013 $1.36M 0.15% -308 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 30,003 $1.36M 0.15% -1,335 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 28,647 $1.3M 0.06% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28,537 $1.29M <0.01% -1,022 13F-HR Timeline Group TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 27,978 $1.27M +17,944 Timeline Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 27,885 $1.26M 0.01% +8,501 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 27,125 $1.23M 0.06% -800 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 26,540 $1.2M +13,270 Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 26,185 $1.19M 0.33% +2,794 13F-HR Timeline CMH Wealth Management LLC More: the full row for CMH Wealth Management LLC 26,165 $1.18M 0.2% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 26,028 $1.18M 0.03% +96 13F-HR Timeline Goldstein Advisors, LLC More: the full row for Goldstein Advisors, LLC 25,432 $1.15M 0.13% +112 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 25,343 $1.15M 0.01% +1,981 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 23,683 $1.08M 0.01% +1,301 13F-HR Timeline Group Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 23,540 $1.07M 0.52% +6,260 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 22,767 $1.03M 0.02% +1,663 13F-HR Timeline BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 22,500 $1.02M 0.29% 0 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 21,985 $995K 0.04% +5,734 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 21,859 $989K 0.01% -160 13F-HR Timeline Pacific Sun Financial Corp More: the full row for Pacific Sun Financial Corp 21,450 $971K 0.47% -90 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 21,298 $963K <0.01% +12,365 13F-HR Timeline Group Everest Financial Group LLC More: the full row for Everest Financial Group LLC 21,191 $959K 0.16% new 13F-HR Timeline FCA CORP /TX More: the full row for FCA CORP /TX 20,776 $940K 0.27% -490 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 20,050 $907K 0.58% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 17,869 $905K 0.38% +1,469 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 19,912 $901K 0.02% 0 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 19,555 $885K 0.68% +1,784 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 19,539 $884K <0.01% -600 13F-HR Timeline Group Ethos Capital Management, Inc. More: the full row for Ethos Capital Management, Inc. 19,130 $866K 0.74% -5,443 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 18,941 $857K 0.03% 0 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 18,897 $855K 0.22% -291 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 18,767 $849K <0.01% +14,060 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 18,761 $849K <0.01% 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 18,600 $842K <0.01% -750 13F-HR Timeline Group Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 18,550 $840K 0.64% -200 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 17,222 $790K 0.04% 0 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 17,347 $785K <0.01% +8,820 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 16,539 $749K 0.02% +15,006 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 16,289 $737K 0.04% -68 13F-HR Timeline SEGALL BRYANT & HAMILL, LLC More: the full row for SEGALL BRYANT & HAMILL, LLC 16,000 $724K 0.01% 0 13F-HR/A Timeline Summit Place Financial Advisors, LLC More: the full row for Summit Place Financial Advisors, LLC 15,925 $721K 0.35% -900 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 15,773 $714K 0.01% +7,547 13F-HR Timeline Wealth Management Associates, Inc. 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